Purchases and Sales Made in Q3 2023 in Ishares Tr Tips Bd ETF (TIP)
This table provides information about the institutional ownership of Ishares Tr Tips Bd ETF (TIP) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES TR TIPS BD ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5K+ 4.92% |
$1.29M - $1.34M
|
266K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
12.4K+ 6200.0% |
$1.28M - $1.34M
|
12.6K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
12.2KNew |
$1.26M - $1.31M
|
12.2K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
12KNew |
$1.24M - $1.29M
|
12K
$1.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$1.23M - $1.28M
|
11.9K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
11.7K+ 48.5% |
$1.21M - $1.26M
|
35.8K
$3.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
11.6K+ 102.25% |
$1.2M - $1.25M
|
23K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
11.6KNew |
$1.2M - $1.25M
|
11.6K
$1.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3K+ 96.09% |
$1.17M - $1.21M
|
23K
$2.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.2K+ 38.26% |
$1.15M - $1.2M
|
40.3K
$4.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
10.9K+ 63.92% |
$1.13M - $1.18M
|
28K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
10.9K+ 10.59% |
$1.13M - $1.17M
|
114K
$12.4M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
10.9K+ 35.07% |
$1.13M - $1.17M
|
41.9K
$4.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 33.73% |
$1.12M - $1.17M
|
42.9K
$4.66M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.6K+ 39.35% |
$1.1M - $1.14M
|
37.6K
$4.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
10.3KNew |
$1.07M - $1.11M
|
10.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.2K+ 11.03% |
$1.06M - $1.1M
|
103K
$11.2M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
9.92KNew |
$1.03M - $1.07M
|
9.92K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.66KNew |
$999K - $1.04M
|
9.66K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.64KNew |
$997K - $1.04M
|
9.64K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.53KNew |
$985K - $1.03M
|
9.53K
$1.03M
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.53KNew |
$985K - $1.03M
|
9.53K
$1.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.44KNew |
$976K - $1.02M
|
9.44K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
9.44KNew |
$976K - $1.02M
|
9.44K
$1.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
9.34K+ 349.21% |
$966K - $1.01M
|
12K
$1.3M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.32KNew |
$963K - $1M
|
9.32K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.88K+ 187.52% |
$918K - $956K
|
13.6K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.71KNew |
$901K - $938K
|
8.71K
$946K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.54KNew |
$883K - $920K
|
8.54K
$927K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
8.47KNew |
$876K - $912K
|
8.47K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
8.41K+ 24.43% |
$870K - $906K
|
42.8K
$4.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.19KNew |
$847K - $882K
|
8.19K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.15K+ 10.15% |
$843K - $878K
|
88.5K
$9.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.92KNew |
$819K - $853K
|
7.92K
$860K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.9KNew |
$817K - $851K
|
7.9K
$858K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
7.84K+ 7.23% |
$811K - $844K
|
116K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 21627.78% |
$805K - $839K
|
7.82K
$849K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.71KNew |
$798K - $831K
|
7.71K
$838K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.68KNew |
$794K - $827K
|
7.68K
$833K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
7.66K+ 153.53% |
$792K - $824K
|
12.6K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.61K+ 388.87% |
$787K - $820K
|
9.57K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.55K+ 13.36% |
$780K - $813K
|
64K
$6.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.48K+ 19.69% |
$774K - $806K
|
45.5K
$4.94M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.12K+ 241.03% |
$736K - $767K
|
10.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
7.03K+ 131.04% |
$727K - $757K
|
12.4K
$1.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.74K+ 5.67% |
$696K - $725K
|
125K
$13.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
6.09K+ 2.64% |
$629K - $655K
|
237K
$25.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.06K+ 59.97% |
$627K - $653K
|
16.2K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.06KNew |
$627K - $653K
|
6.06K
$658K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6KNew |
$620K - $646K
|
6K
$651K
|